Intellimas® Feature Highlights Multi-Level Grid Data Entry & Copy/Paste Rollups & Calculations Batch Actions Searching Spreadsheet Features Configuration Views Exceptions & Alerts Retrieve Live Data Reporting Excel Import & Export Click Icons for More Information Multi-Level GridEliminates redundant dataBetter reflect one to many data relationshipsAllows for business and planning hierarchies for different business functionsProvides header / detail approach for functions that need it Back to Top Data Entry & Copy/Paste Input data across many items very quickly Grid is set up for users who prefer the keyboard or mouse Copy one cell or many cells at a time Copy from spreadsheets Copy from the clipboard Back to Top Rollups & CalculationsConfiguration allows for a multitude of different calculations and functionsFormulas calculate before saving which allows for what-if’sOn screen rollups available at each levelRollup functions include sums, averages, and weighted averagesRollups are live and reflect filtered data Back to Top Batch Actions Out of the box actions on many rows of data Duplicate complete rows and related child rows Delete complete rows with valid security Allows for custom actions for specific business processes Back to Top SearchingConfigurable search optionsSearch fields can be text, dropdowns, dates, numeric and moreSearch field list can be dependent on values of other search fieldsSearches can be saved by user or shared with groupsCompound searches help to pinpoint required dataWild card searches available Back to Top Spreadsheet FeaturesSpreadsheet features give end users autonomy to design their own screensColumn pinning allows for better visibility of key dataComprehensive filtering helps users better narrow down their data setsMulti-column sorting enables users to have better visibility to their most critical elements firstColumn and row sizing as well as column positioning lets the most important fields stand out for each user Back to Top ConfigurationCreate grid-based web apps that are built for speedUser defined field types include text, drop-downs, numeric, hyperlinks, images, dates, calculations and moreMultiple levels handle one to many relationships or a header/detail approachRetrieve live data from enterprise systems and connect to user defined fieldsDynamic security is at the field level and is built for partner collaborationConnect main entities to sub-entities for comprehensive processes Back to Top Views Create many global views or end user views for each entity Take multi-level entities and flatten them out for streamlined data entry Create views with subsets of the entity fields for different business functions within the same entity Configure header colors to represent different parts of the business process. Back to Top Exceptions & Alerts Configurable exception searches help to zero in on problems Exception views typically used to see upcoming or late items Alerts configured for specific business scenarios that have to be acted on immediately Alerts can be grouped and emailed to targeted users Back to Top Retrieve Live Data Retrieve master data from enterprise systems with SQL queries or web API’s Connect live data with user defined fields for a full business process Results immediately available to end user with the click of the search button API’s or staging tables can be set up for enterprise systems that cannot handle direct access Back to Top Reporting Create unlimited reports from Intellimas® entities Drag and drop reporting tool that can be used by administrators, power users, or programmers Create listing reports, pivot reports, forms, presentation charts and more Security based on user groups in Intellimas® Output to PDF, Excel, HTML or CSV Back to Top Excel Import & Export Import from Excel for off line processes or when live data entry is not possible Import matches field names and indicates where a mismatch occured Export data on screen to csv which can open up in Excel Export is WYSIWYG so it’s based on the filtered data and visible columns at the time of export Back to Top